See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,432 | $60,892+383.5% | $82,389+257.4% | $84,808+247.2% |
| Participation rate | 57.1% | 63.3%-6.1pp | 69.5%-12.4pp | 68.3%-11.2pp |
| Annual return | 15.69% | 37.29%-21.6pp | 28.67%-13.0pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,986 | $1,779+67.8% | $2,517+18.6% | $2,631+13.5% |
| Participant deferral / active EE | $7,963 | $3,179+150.5% | $4,155+91.7% | $4,212+89.1% |
| Admin fee / account holder | $10,129 | $5,467+85.3% | $7,231+40.1% | $7,344+37.9% |